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Adviser Profile

As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 09/06/2018
AUM* 308,459,382 14.84%
of that, discretionary 308,459,382 14.84%
Private Fund GAV* 7,959,021
Avg Account Size 12,338,375 14.84%
% High Net Worth 96.00%
SMA’s Yes
Private Funds 1
Contact Info 650 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
359M 308M 257M 205M 154M 103M 51M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$7,959,021

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Brochure Summary